See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,943 | $106,749-15.7% | $145,433-38.2% | $82,448+9.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 29.62% | 27.59%+2.0pp | 66.58%-37.0pp | 41.64%-12.0pp |
| Employer contribution / active EE | $5,218 | $3,444+51.5% | $4,554+14.6% | $2,551+104.6% |
| Participant deferral / active EE | $13,454 | $6,519+106.4% | $7,897+70.4% | $4,139+225.0% |
| Admin fee / account holder | $5,851 | $8,390-30.3% | $13,129-55.4% | $7,234-19.1% |